Position in CHE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,800,791
+$120,337 QoQ
Shares Held
12,455
-17.2% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 145 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Vest Financial, LLC holds $19,621,121 across 3 Medical Care Facilities names. CHE ranks #2 (29.6% of the industry book) .
All Filings in CHE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,800,791 | 12,455 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $5,680,454 | 15,038 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $5,020,509 | 11,734 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,343,973 | 9,702 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,563,840 | 7,319 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,669,258 | 4,338 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||